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Add additional Summary to Sales Report Summary  

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Tim Rodman
Posts: 2470
 Tim Rodman     ★★ All-Star ★★
January 18, 2018 3:21 am
(@timrodman)
Over 200 Posts
Joined: 5 years ago

Hey Guys,

Sorry I'm late to the party.

@nheuer, can you attach the latest .rpx file with the incorrect totals? Maybe something will jump out.

@michael-hansen, thanks for all the great suggestions here.

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Gustavo Carrasquillo
Posts: 35
 Gustavo Carrasquillo
December 19, 2019 3:02 pm
(@gustavo-carrasquillo)
21-50 Posts
Joined: 7 months ago

Hi to all! Hope everything is well with you. In my case I did a grouping by Salesperson. So I need to have totals for each salesperson and then the grand total at the end of the report. It seems to work well with the standard fields, however variables don't behave the same way. While standard fields sum correctly, the variables (for example the $Tax variable) ends up adding the first salesperson tax to the second salesperson tax. Same happens for $discount.

Screen Shot 2019 12 19 at 3.07.45 PM
Screen Shot 2019 12 19 at 3.05.55 PM
Screen Shot 2019 12 19 at 3.02.29 PM

However the $Records just bring up the amount of records of the last salesperson. I do not know if hte problem are the variables or the grouping.  I am attaching my .rpx to see if anyone can help me to understand and correct this issue. Thanks in advance for your replies!

so610501.rpx

 

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MichaelHansen
 MichaelHansen
(@michaelhansen)
Joined: 10 months ago

101-200 Posts
Posts: 145
December 19, 2019 3:45 pm
Reply toGustavo CarrasquilloGustavo Carrasquillo

@gustavo-carrasquillo

I would highly advise you to name your groups, it'll make life easier down the road. the name "group2" is harder to analyze than "SONbr-SOType-SiteID", which is what you currently have that group set to. You declare $TaxTotal in the header of Group2, but call it in the footer of Group1, this is fine, but you DON'T declare a reset group. So when you hit salesperson #2, the variable still holds the total for salesperson number #1 and keeps adding in numbers. For your report, I would pick reset group of "group1" which is your salesperson. I would do this for both variables. 

Conversely, your records variable has a reset group (group1). So every time we change to a new SOOrder.CuryID (your group condition for group1) $Records get set to 0, then increments itself by 1 for every order shown in group 2. That means this variable shows a count of records for each sales person. If you want a rolling count of records, remove the reset group. Although this looks like it's functioning properly on my side. I had a salesperson who has 3 SO's listed and the record count is 3. 

 

Now for your bottom sets of data, i.e. the "grand totals", I would make a $GRecords, a $GTaxTotal, and $GDiscTotal variable, I would not give them a reset group and they will hold your summation of numbers for each category. Just use the exact same formulas as their NON-G counterparts.

Hope this helps, it looks like you're 99% of the way there and just need a reset group for the Salesperson values and no reset groups for the grand totals.

 

 

This post was modified 1 year ago 2 times by
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Gustavo Carrasquillo
 Gustavo Carrasquillo
(@gustavo-carrasquillo)
Joined: 7 months ago

21-50 Posts
Posts: 35
December 19, 2019 4:12 pm
Reply toMichaelHansenMichaelHansen
Gustavo Carrasquillo

@michael-hansen

Thank you very much for your quick and detailed reply!! I will check into all of this and let you know how it goes. I really appreciate your help!

Reply
Gustavo Carrasquillo
Posts: 35
 Gustavo Carrasquillo
December 20, 2019 8:38 am
(@gustavo-carrasquillo)
21-50 Posts
Joined: 7 months ago

It Worked like a Charm! Thanks for your time!

Reply
Tim Rodman liked
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